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It is mandatory that the SF Work Order (to be integrated with QB QuickBooks Invoice) is associated with the respective SF Account & also should have work details attached to it for DBSync to invoke integration.
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- Click on the below link to install DBSync Package from AppExchange
- Enter your Salesforce Username and Password to install DBSync Package in that Salesforce instance. Salesforce instance must have the administrative privileges to install App.
- DBSync Package Installation Details will be displayed in your Salesforce instance. Click on 'Continue'.
- Approve Package API Access and then click on 'Next'.
- The package is ready to be installed. Click Install to 'install'.
- Install complete message will be displayed which confirms that DBSync Package is installed.
QuickBooks Id:
Accounting Id is the unique Id for a record in QuickBooks. After successful integration, Accounting Id is updated in Salesforce for every record that has been synced.
Generate:
Generate field is a picklist field to flag Service either SalesOrder / Invoice or None. By default the value of Generate field will be blank. It is necessary that Generate field is selected SalesOrder/Invoice for successful generation of SalesOrder/Invoice in QuickBooks during DBSync Integration.
QB QuickBooks Error:
Sync Error is an error from QuickBooks which gets updated in Salesforce for every record that has failed to sync. Sync Error briefly describes the reason for failure of sync.
- Once the DBSync Package SF Field Service Integration is installed the below fields should be included in Page Layout as explained below.
- Go to setup > Customize > Account > 'Page Layout' > Edit the Page Layout. Under the Page, Layout drag the fields "QuickBooks Id" to add it under the section "System Information" in Page Layout and save.
- Go to setup > Create > Objects > Work Order > Page Layout > Edit the required Page Layout.
- Under the Page Layout create a new section "DBSync Information" & drag the fields "QuickBooks Id", "Generate", "QB QuickBooks Error" to add it in Page Layout under "DBSync Information".